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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,690 | $115,917+30.0% | $100,535+49.9% | $158,982-5.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 13.23% | 34.80%-21.6pp | 30.90%-17.7pp | 302.99%-289.8pp |
| Employer contribution / active EE | $37,500 | $4,105+813.5% | $3,419+996.9% | $4,763+687.3% |
| Participant deferral / active EE | $19,500 | $6,677+192.1% | $6,271+210.9% | $5,983+225.9% |
| Admin fee / account holder | $599 | $11,002-94.6% | $8,085-92.6% | $11,252-94.7% |